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CarsonAllaria Wealth Management’s Yum! Brands YUM Stock Holding History

CarsonAllaria Wealth Management’s Portfolio YUM Stock Details YUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-97
Closed -$14.4K – 345
2025
Q2 		$14.4K Hold
97
– – 0.01% 224
2025
Q1 		$15.3K Hold
97
– – 0.01% 217
2024
Q4 		$13K Hold
97
– – 0.01% 230
2024
Q3 		$13.6K Hold
97
– – 0.01% 236
2024
Q2 		$12.8K Hold
97
– – 0.01% 230
2024
Q1 		$13.4K Buy
+97
New +$13K 0.01% 223

Other funds holding YUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CarsonAllaria Wealth Management's YUM Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Yum! Brands (YUM) in Q3 2025, closing a stake of 97 shares — an estimated $14.4K sold.

CarsonAllaria Wealth Management first reported a position in YUM in Q1 2024 and held it in 6 quarters. The position peaked at $15.3K in Q1 2025. 1,328 funds tracked by Wall St. Rank hold YUM as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining Yum! Brands position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 97 Yum! Brands shares in Q3 2025, an estimated $14.4K.
  • CarsonAllaria Wealth Management first reported a position in Yum! Brands in Q1 2024 and held it in 6 quarters.
  • CarsonAllaria Wealth Management's Yum! Brands position peaked at $15.3K in Q1 2025.
  • 1,328 funds tracked by Wall St. Rank held Yum! Brands as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.